Skip to main content

Healthcare Realty Trust Inc

HR
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001360604

In the last 90 days, Healthcare Realty Trust Inc insiders filed 0 open-market purchases and 1 sale; 462 institutions reported holding it in 13F filings for Q2 2026, worth $7.62B in total; Starboard Value is the only superinvestor holding it.

13F holders, Q4 2024

Institutional positions in Healthcare Realty Trust Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
419
+12 vs. Q3 2024
Shares held
373.5M
−5.79M (−1.5%) vs. Q3 2024
Total value
$6.32B
−$543.5M (−7.9%) vs. Q3 2024
New holders
64
146 more added
Sold out
52
154 more reduced

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting HR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 419 institutions
Q1 2021: 293 institutionsQ2 2021: 281 institutionsQ3 2021: 278 institutionsQ4 2021: 301 institutionsQ1 2022: 305 institutionsQ2 2022: 287 institutionsQ3 2022: 396 institutionsQ4 2022: 424 institutionsQ1 2023: 422 institutionsQ2 2023: 404 institutionsQ3 2023: 398 institutionsQ4 2023: 412 institutionsQ1 2024: 402 institutionsQ2 2024: 393 institutionsQ3 2024: 412 institutionsQ4 2024: 419 institutionsQ1 2025: 426 institutionsQ2 2025: 412 institutionsQ3 2025: 412 institutionsQ4 2025: 422 institutionsQ1 2026: 448 institutionsQ2 2026: 462 institutions
Value heldQ4 2024: $6.32B
Q1 2021: $4.19BQ2 2021: $4.29BQ3 2021: $4.31BQ4 2021: $4.51BQ1 2022: $4.40BQ2 2022: $4.57BQ3 2022: $7.86BQ4 2022: $7.46BQ1 2023: $7.66BQ2 2023: $7.38BQ3 2023: $5.93BQ4 2023: $6.89BQ1 2024: $5.47BQ2 2024: $6.33BQ3 2024: $6.87BQ4 2024: $6.32BQ1 2025: $6.23BQ2 2025: $5.88BQ3 2025: $6.84BQ4 2025: $6.52BQ1 2026: $6.37BQ2 2026: $7.62B
Institutions holding HR and their total value by quarter
QuarterHoldersValue
Q2 2026462$7.62B
Q1 2026448$6.37B
Q4 2025422$6.52B
Q3 2025412$6.84B
Q2 2025412$5.88B
Q1 2025426$6.23B
Q4 2024419$6.32B
Q3 2024412$6.87B
Q2 2024393$6.33B
Q1 2024402$5.47B
Q4 2023412$6.89B
Q3 2023398$5.93B
Q2 2023404$7.38B
Q1 2023422$7.66B
Q4 2022424$7.46B
Q3 2022396$7.86B
Q2 2022287$4.57B
Q1 2022305$4.40B
Q4 2021301$4.51B
Q3 2021278$4.31B
Q2 2021281$4.29B
Q1 2021293$4.19B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q3 2024.

Institutions holding HR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Envestnet Portfolio Solutions, Inc.27,825$471.6K0.00%+1,360+5.1%Added
Steward Partners Investment Advisory, LLC28,510$483.2K0.00%+27,700+3,419.8%Added
GeoWealth Management, LLC28,709$486.6K0.02%+4,355+17.9%Added
Fifth Third Bancorp29,219$495.3K0.00%−301−1.0%Reduced
Fortis Advisors, LLC30,698$520.3K0.34%+498+1.6%Added
Linden Thomas Advisory Services, LLC30,812$522.3K0.07%−261−0.8%Reduced
Susquehanna International Group, LLP31,230$529.3K0.00%−48,079−60.6%Reduced
Captrust Financial Advisors31,568$535.1K0.00%+60.0%Added
Samalin Investment Counsel, LLC31,777$538.6K0.23%+2,050+6.9%Added
Federated Hermes, Inc.36,211$613.8K0.00%−42,334−53.9%Reduced
Hodges Capital Management Inc.36,235$614.0K0.04%+1,250+3.6%Added
Meeder Asset Management Inc36,979$626.8K0.04%+22,487+155.2%Added
Neuberger Berman Group LLC37,149$629.7K0.00%+137+0.4%Added
Jain Global LLC37,300$632.2K0.02%+37,300New
Brevan Howard Capital Management LP37,644$638.1K0.02%−15,034−28.5%Reduced
New York Life Investment Management LLC38,434$651.5K0.01%−47,862−55.5%Reduced
Public Employees Retirement Association of Colorado38,737$657.0K0.00%00.0%Unchanged
Ieq Capital, LLC38,899$659.3K0.01%+38,899New
HGK Asset Management Inc39,185$664.2K0.12%+7,101+22.1%Added
FMR LLC40,654$689.1K0.00%−10,292−20.2%Reduced
Metis Global Partners, LLC41,624$705.5K0.02%+4,249+11.4%Added
Mercer Global Advisors Inc42,585$721.8K0.00%+22,069+107.6%Added
Xponance, Inc.42,854$726.4K0.01%+439+1.0%Added
Voya Investment Management LLC42,942$727.9K0.00%−6,521−13.2%Reduced
Gsa Capital Partners LLP43,161$732.0K0.05%−17,821−29.2%Reduced
Money Concepts Capital Corp43,981$745.5K0.06%+2,647+6.4%Added
M&T Bank Corp44,219$749.3K0.00%+2,616+6.3%Added
Savant Capital, LLC44,586$755.7K0.01%−396−0.9%Reduced
Lecap Asset Management Ltd44,956$762.0K0.21%−44,285−49.6%Reduced
Advisory Resource Group45,085$764.2K0.16%−47−0.1%Reduced
Gallagher Fiduciary Advisors, LLC45,327$768.3K0.15%+4,488+11.0%Added
Oppenheimer Asset Management Inc.45,901$778.0K0.01%−10,170−18.1%Reduced
Schroder Investment Management Group47,111$783.5K0.00%−91,282−66.0%Reduced
Commerzbank Aktiengesellschaft47,138$784.0K0.02%+17,505+59.1%Added
HRT Financial LP47,991$813.0K0.00%−265,986−84.7%Reduced
Commonwealth Equity Services, LLC48,186$817.0K0.00%−152−0.3%Reduced
Nissay Asset Management Corp51,117$861.8K0.01%−1,190−2.3%Reduced
Wealth Enhancement Advisory Services, LLC53,501$906.8K0.00%+9,467+21.5%Added
Consolidated Portfolio Review Corp55,333$937.9K0.15%+808+1.5%Added
Mackenzie Financial Corp56,987$965.9K0.00%+39,969+234.9%Added
Utah Retirement Systems58,603$993.3K0.01%−4,000−6.4%Reduced
Cerity Partners LLC57,644$1.02M0.00%−19,901−25.7%Reduced
Bank of Montreal64,060$1.09M0.00%+6,137+10.6%Added
Teacher Retirement System of Texas65,288$1.11M0.00%+65,288New
Cetera Investment Advisers65,701$1.11M0.00%−844−1.3%Reduced
Penserra Capital Management LLC66,748$1.13M0.02%−11,365−14.5%Reduced
Guggenheim Capital LLC66,842$1.13M0.01%−370,566−84.7%Reduced
Robeco Institutional Asset Management B.V.66,988$1.14M0.00%−236,821−78.0%Reduced
Victory Capital Management Inc68,977$1.17M0.00%−2,179−3.1%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd69,152$1.17M0.01%00.0%Unchanged
JustInvest LLC69,785$1.18M0.02%+320+0.5%Added
Prudential Financial Inc70,198$1.19M0.00%−30,702−30.4%Reduced
D. E. Shaw & Co., Inc.70,260$1.19M0.00%−571,953−89.1%Reduced
Pacer Advisors, Inc.70,776$1.20M0.00%+786+1.1%Added
Ameritas Investment Partners, Inc.70,982$1.20M0.04%−3,498−4.7%Reduced
Oregon Public Employees Retirement Fund72,078$1.22M0.02%−1,500−2.0%Reduced
HighTower Advisors, LLC72,650$1.23M0.00%+3,024+4.3%Added
KLP Kapitalforvaltning AS75,000$1.27M0.01%+75,000New
Mariner, LLC75,194$1.27M0.00%+2,819+3.9%Added
Prelude Capital Management, LLC77,020$1.31M0.11%+5,277+7.4%Added
Pensionfund Sabic77,582$1.31M0.35%00.0%Unchanged
Gillson Capital LP77,667$1.32M0.12%+77,667New
New Mexico Educational Retirement Board77,800$1.32M0.04%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC78,763$1.34M0.03%−1,779−2.2%Reduced
Atria Investments LLC81,175$1.38M0.02%−6,879−7.8%Reduced
Generali Investments CEE, investicni spolecnost, a.s.81,900$1.39M0.14%+81,900New
IFM Investors Pty Ltd81,916$1.39M0.01%−6,448−7.3%Reduced
State of Michigan Retirement System83,953$1.42M0.01%−2,200−2.6%Reduced
First Dallas Securities Inc.84,250$1.43M0.58%+5,000+6.3%Added
Nomura Holdings Inc85,511$1.45M0.01%+85,511New
Advisor Group Holdings, Inc.86,149$1.46M0.00%−5,719−6.2%Reduced
Verition Fund Management LLC86,880$1.47M0.01%+25,944+42.6%Added
State of Wisconsin Investment Board98,176$1.66M0.00%−9,133−8.5%Reduced
Louisiana State Employees Retirement System98,400$1.67M0.03%−2,200−2.2%Reduced
Taylor Frigon Capital Management LLC98,486$1.67M0.84%−2,857−2.8%Reduced
UniSuper Management Pty Ltd99,300$1.68M0.01%−8,400−7.8%Reduced
CIBC World Markets Corp103,045$1.75M0.01%+7,106+7.4%Added
Arizona State Retirement System105,357$1.79M0.01%−3,642−3.3%Reduced
Natixis Advisors, L.P.106,515$1.80M0.00%+72,457+212.7%Added
Nisa Investment Advisors, LLC106,761$1.81M0.01%−17,159−13.8%Reduced
Yousif Capital Management, LLC110,408$1.87M0.02%−20,002−15.3%Reduced
Handelsbanken Fonder AB112,036$1.90M0.01%−48,500−30.2%Reduced
Teachers Retirement System of the State of Kentucky112,949$1.92M0.02%−5,590−4.7%Reduced
Pinebridge Investments, L.P.113,709$1.93M0.01%+34,018+42.7%Added
Pictet Asset Management Holding SA119,700$2.03M0.00%−1,749−1.4%Reduced
Presima Inc.120,098$2.04M0.50%00.0%Unchanged
Stifel Financial Corp125,665$2.13M0.00%+40,937+48.3%Added
Capital Fund Management S.A.126,861$2.15M0.02%+126,861New
Creative Planning129,686$2.20M0.00%+3,053+2.4%Added
Police & Firemen's Retirement System of New Jersey130,513$2.21M0.02%+130,513New
Armor Investment Advisors, LLC133,189$2.26M0.93%+6,608+5.2%Added
New Age Alpha Advisors, LLC134,289$2.28M0.09%+134,289New
B. Metzler seel. Sohn & Co. AG138,050$2.34M0.02%−250,550−64.5%Reduced
Advisors Asset Management, Inc.139,343$2.36M0.04%+11,082+8.6%Added
Resona Asset Management Co.,Ltd.141,593$2.39M0.01%+360+0.3%Added
Squarepoint Ops LLC140,935$2.39M0.01%−49,594−26.0%Reduced
Cambridge Investment Research Advisors, Inc.141,631$2.40M0.01%+7,972+6.0%Added
LDR Capital Management LLC141,844$2.40M3.26%−145,240−50.6%Reduced
BNP Paribas Arbitrage, SA147,709$2.50M0.00%+147,709New
Pensionfund DSM Netherlands150,719$2.56M1.59%−37,000−19.7%Reduced